TRIALS AND TRIBULATIONS OF ESTATE ADMINISTRATION UNDER THE MUPC
Please Note: This course has already
been held.
Date: Friday, December 07, 2012
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 AM - 04:30 PM
Faculty
Schedule/Agenda
Registration Information
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Purchase Here! |
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ABOUT THE CONFERENCE The process for administering estates in Massachusetts dramatically changed in 2012 when the Massachusetts Uniform Probate Code (MUPC) introduced new options for administering estates. The MUPC was designed to provide streamlined, efficient and private administrative procedures for the majority of estates which are routine and uncontested, while prior judicial procedures were largely retained as an option for those wishing the assurance of formal decrees before proceeding to settle an estate.
This new flexible system was designed to provide as little or as many procedural safeguards as are appropriate in varying estate circumstances. These optional procedures are available both for opening and closing estates. Since its inception, experience has demonstrated that many practitioners have opted for Voluntary Administrations and Informal Probate as anticipated. Nevertheless, the design notwithstanding, both practitioners and court personnel have encountered a number of practice issues and challenges in the implementation of the new law.
Trials & Tribulations of Estate Administration under the MUPC will outline the new procedures and options for opening and closing estates; as well as for administering real property. It will also identify the practice issues and challenges encountered by practitioners and court personnel; and, recommend measures practitioners can employ to resolve the issues.
WHO SHOULD ATTEND Attorneys and their staff who administer estates or draft estate plans should attend. It is essential for new and experienced attorneys as well as paralegals and other staff practicing in the field of estate planning and administration in Massachusetts whether or not they have previously attended a program on the MUPC.
ATTEND AND LEARN - How to file Voluntary Administrations, Formal and Informal Probates and When to Apply Each
- Become Alert to the Perspectives of Judges and Magistrates
- How to Implement the Technical Corrections Act Changes
- How to Utilize the Newly Revised Probate and Family Court Forms
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Mark A. Leahy, Esq., Co-Chair
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Whittum & Leahy, Hingham, MA |
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Evelyn J. Patsos, Esq., Co-Chair
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Deputy Assistant Register | MUPC Magistrate
Probate and Family Court, Worcester County
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Professor Anthony B. Sandoe, Co-Chair
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Suffolk University Law School |
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Susan A. Atlas
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Adjunct Professor, Suffolk University Law School
Assistant Professor and Director of Paralegal Program at Bunker Hill Community College |
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Elizabeth J. Barton, Esq., Title Counsel
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CATIC-Eastern Massachusetts |
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John G. Dugan, Esq.
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Doherty, Ciechanowski, Dugan & Cannon, PC, Franklin, MA |
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David E. Floreen, Senior Vice President
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Massachusetts Bankers Association |
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Anastasia Welsh Perrino
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Barnstable Register of Probate, Probate & Family Court |
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Honorable Jennifer Rivera Ulwick
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Probate & Family Court, Norfolk County |
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Nancy Weissman, Esq.
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Boston, MA |
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Edmund Williams, Chief Title Examiner
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Massachusetts Land Court |
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| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME AND INTRODUCTIONS |
Anthony B. Sandoe
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| 9:10 |
OVERVIEW OF MUPC’S MAJOR CHANGES TO ESTATE ADMINISTRATION PRACTICE AND RECENT TECHNICAL CHANGES |
Mark Leahy
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| 9:45 |
DETERMINATION OF HEIRS-AT-LAW |
| Susan A. Atlas and Anthony B. Sandoe
THREE YEAR STATUTE OF LIMITATIONS
Honorable Jennifer Rivera Ulwick
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| 11:15 |
OPTIONS FOR OPENING AN ESTATE: BOTTLENECKS IN THE PROCESS AND HOW PRACTITIONERS CAN ADJUST |
- Voluntary Administration
- Formal Probate
- Temporary Appointments
- Supervised Administrations
- Notification of Children
- Informal Probate
- Notice and Timing
- Magistrates-Role and Responsibility
- Priority of Appointments
- Forms and Procedures
Moderator: Honorable Jennifer Rivera Ulwick
Panelists: David E. Floreen, Mark Leahy, Evelyn Patsos and Anastasia Welsh Perrino
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| 2:00 |
REAL ESTATE ISSUES AND PROBLEMS |
- Power of Sale in Wills
- License to Sell
- REBA Standards
- Land Court Guidelines
- Practice Considerations
Moderator: Mark Leahy
Panelists: Elizabeth J. Barton, Nancy Weissman and Edmund Williams
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| 3:30 |
OPTIONS FOR FORMALLY CLOSING AN ESTATE |
- Inventory and Accounting Procedures
- Petitions for Complete Settlement
- How to Present Heirs and/or Testacy
- Closing Statement
Moderator:Evelyn Patsos
Panelists: John G. Dugan an Anastasia Welsh Perrino
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| Date: |
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Friday, December 07, 2012 |
| Tuition: |
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$200; $170 for Suffolk Alumni, attorneys admitted to the bar after 2011. The course materials for this program will be published electronically and will be emailed to you prior to the conference. If you would like to purchase a hard copy, there will be an additional charge of $35.00. Please call 617.305.1655 to order.
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| Walk-Ins: |
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Please call 617.573.8627 to confirm space availability.
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| Refunds: |
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There is a $15 cancellation fee for those who cancel by Thursday, December 6, 2012. After that date, no refunds will be given.
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| Location: |
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Suffolk University Law School, 120 Tremont St., Boston, MA
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| Credit: |
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Approved for CLE Credit in New Hampshire; Rhode Island and Maine are pending. This program also qualifies as mandatory training for Category D GAL appointments in estate matters.
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Special
Needs: |
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If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.
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Evaluate this course.
Directions to the Law School.
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Unable to attend but are interested in the course materials?
Purchase Here! |
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